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Magnificent 7 INDIA

Last updated Mar 2, 2024

Identifying India's "Magnificent Seven" is a complex task, as the country's dynamic economy is constantly evolving, with new startups and established companies emerging. However, based on their current trajectories and potential for future growth, here are seven companies that could be considered among India's leading players in the next decade:

1. Reliance Industries (RIL): The conglomerate, led by Mukesh Ambani, is already a titan in the Indian energy and retail sectors, but it is also expanding into new areas like telecommunications, healthcare, and e-commerce.

2. Tata Group: Another diversified conglomerate, the Tata Group is known for its diverse businesses across industries like automobiles, steel, software, and hospitality. It is also focusing on innovation and emerging technologies.

3. Hindustan Unilever (HUL): India's largest consumer goods company, HUL is a household name in India, producing a wide range of products from soaps and detergents to packaged beverages and food items.

4. Infosys (INFY): One of India's leading IT companies, Infosys has established a global presence and is specializing in digital transformation and cloud computing solutions.

5. TCS (TCS): Another major IT giant, TCS is known for its large-scale IT consulting and engineering services, and it is also expanding into newer areas like artificial intelligence and cybersecurity.

6. Bajaj Finance (BJFS): A leading non-banking financial company, Bajaj Finance is catering to India's large retail market with its financial services, including consumer loans, insurance, and mutual funds.

7. Adani Group: A diversified conglomerate with interests in infrastructure, energy, and resources, the Adani Group is rapidly expanding its business empire and has become a major player in India's infrastructure development.

These seven companies represent India's diverse industries and their potential to drive the country's economic growth in the years to come. Their ability to adapt to changing market trends, embrace innovation, and expand their global reach will be crucial in shaping India's future as a global economic power.

Asset Allocation


ADANIENT.NS 14.29%BAJAJFINSV.NS 14.29%INFY.NS 14.29%HINDUNILVR.NS 14.29%RELIANCE.BO 14.29%TATASTEEL.NS 14.29%TCS.NS 14.29%EquityEquity
PositionCategory/SectorWeight
ADANIENT.NS
Adani Enterprises Limited
Energy

14.29%

BAJAJFINSV.NS
Bajaj Finserv Limited
Financial Services

14.29%

INFY.NS
Infosys Limited
Technology

14.29%

HINDUNILVR.NS
Hindustan Unilever Limited
Consumer Defensive

14.29%

RELIANCE.BO
Reliance Industries Limited
Energy

14.29%

TATASTEEL.NS
Tata Steel Limited
Basic Materials

14.29%

TCS.NS
Tata Consultancy Services Limited
Technology

14.29%

S&P 500

Performance

The chart shows the growth of an initial investment of $10,000 in Magnificent 7 INDIA, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly


200.00%400.00%600.00%800.00%1,000.00%1,200.00%1,400.00%1,600.00%OctoberNovemberDecember2024FebruaryMarch
1,560.16%
308.48%
Magnificent 7 INDIA
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Aug 12, 2002, corresponding to the inception date of BAJAJFINSV.NS

Returns

As of Mar 2, 2024, the Magnificent 7 INDIA returned 6.62% Year-To-Date and 29.11% of annualized return in the last 10 years.


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
7.70%6.01%13.76%29.03%12.89%10.63%
Magnificent 7 INDIA6.62%3.49%16.84%29.99%31.77%29.14%
ADANIENT.NS
Adani Enterprises Limited
17.46%5.24%35.46%75.22%86.51%53.08%
BAJAJFINSV.NS
Bajaj Finserv Limited
-3.50%-0.55%6.53%18.13%16.86%33.36%
INFY.NS
Infosys Limited
8.14%-0.14%16.13%13.93%16.87%12.88%
HINDUNILVR.NS
Hindustan Unilever Limited
-9.54%-2.58%-3.09%-0.96%8.52%18.13%
RELIANCE.BO
Reliance Industries Limited
16.48%4.67%23.74%36.69%19.02%21.04%
TATASTEEL.NS
Tata Steel Limited
8.31%11.24%18.02%43.53%24.73%16.03%
TCS.NS
Tata Consultancy Services Limited
9.34%6.23%22.04%23.61%14.79%13.16%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20242.32%2.80%
2023-2.62%0.60%-2.91%4.87%8.21%

Sharpe Ratio

The current Magnificent 7 INDIA Sharpe ratio is 2.40. A Sharpe ratio higher than 2.0 is considered very good.

0.002.004.002.40

The Sharpe ratio of Magnificent 7 INDIA lies between the 25th and 75th percentiles. It indicates that the portfolio's risk-adjusted performance is in line with the majority of portfolios. This suggests a balanced approach to risk and return, which might be suitable for a broad range of investors.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
2.40
2.44
Magnificent 7 INDIA
Benchmark (^GSPC)
Portfolio components

Dividend yield

Magnificent 7 INDIA granted a 1.15% dividend yield in the last twelve months.


TTM20232022202120202019201820172016201520142013
Magnificent 7 INDIA1.15%1.41%1.41%0.64%0.77%1.19%0.76%0.99%1.23%1.51%1.38%1.33%
ADANIENT.NS
Adani Enterprises Limited
0.04%0.04%0.03%0.06%0.21%0.19%0.25%0.44%0.96%3.08%1.88%3.48%
BAJAJFINSV.NS
Bajaj Finserv Limited
0.05%0.05%0.03%0.02%0.06%0.03%0.03%0.03%0.06%0.09%0.13%0.20%
INFY.NS
Infosys Limited
2.15%2.30%2.15%1.58%1.71%3.08%1.82%2.66%2.50%2.24%1.85%1.35%
HINDUNILVR.NS
Hindustan Unilever Limited
1.66%1.50%1.41%1.36%1.57%1.25%1.15%1.32%2.00%1.80%1.78%2.02%
RELIANCE.BO
Reliance Industries Limited
0.30%0.35%0.31%0.30%0.33%0.43%0.54%0.60%0.97%0.99%1.07%1.01%
TATASTEEL.NS
Tata Steel Limited
2.40%2.58%4.53%0.22%0.16%0.28%0.19%0.14%0.20%0.31%0.25%0.19%
TCS.NS
Tata Consultancy Services Limited
1.47%3.08%1.38%0.94%1.40%3.10%1.37%1.78%1.92%2.09%2.70%1.10%

Expense Ratio

The Magnificent 7 INDIA has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


The portfolio doesn't hold funds that charge fees

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
^GSPC
S&P 500
2.44
Magnificent 7 INDIA
2.40
ADANIENT.NS
Adani Enterprises Limited
3.42
BAJAJFINSV.NS
Bajaj Finserv Limited
0.90
INFY.NS
Infosys Limited
0.50
HINDUNILVR.NS
Hindustan Unilever Limited
-0.05
RELIANCE.BO
Reliance Industries Limited
1.99
TATASTEEL.NS
Tata Steel Limited
2.05
TCS.NS
Tata Consultancy Services Limited
1.28

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

HINDUNILVR.NSTCS.NSINFY.NSADANIENT.NSBAJAJFINSV.NSTATASTEEL.NSRELIANCE.BO
HINDUNILVR.NS1.000.190.190.150.200.150.19
TCS.NS0.191.000.580.220.250.250.30
INFY.NS0.190.581.000.250.260.270.30
ADANIENT.NS0.150.220.251.000.380.460.41
BAJAJFINSV.NS0.200.250.260.381.000.410.39
TATASTEEL.NS0.150.250.270.460.411.000.44
RELIANCE.BO0.190.300.300.410.390.441.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
Magnificent 7 INDIA
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Magnificent 7 INDIA. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Magnificent 7 INDIA was 40.25%, occurring on Mar 23, 2020. Recovery took 100 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-40.25%Feb 20, 202021Mar 23, 2020100Aug 18, 2020121
-29.35%Oct 29, 2012210Aug 28, 2013131Mar 7, 2014341
-25.04%Mar 4, 2015235Feb 12, 2016140Sep 8, 2016375
-22.57%Feb 22, 2012110Jul 26, 201262Oct 26, 2012172
-20.69%Dec 2, 202281Mar 28, 2023177Dec 14, 2023258

Volatility Chart

The current Magnificent 7 INDIA volatility is 3.40%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%OctoberNovemberDecember2024FebruaryMarch
3.40%
3.47%
Magnificent 7 INDIA
Benchmark (^GSPC)
Portfolio components
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